Latest Institutional Purchases of Starboard Invt Tr (AGOX)

AGOX Quotes by TradingView

This list provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 04, 2025 Q4 2024
Partners Wealth Management, LLC

Carmel By The Sea, CA
BUY
 -
180K
New
$4.89M - $5.4M
180K $5.16M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
157K
+ 14.99%
$4.26M - $4.71M
1.2M $34.5M
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
125K
+ 570.35%
$3.39M - $3.75M
147K $4.21M
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
66.4K
+ 3.46%
$1.8M - $1.99M
1.99M $57M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
38.6K
+ 2.75%
$1.05M - $1.16M
1.44M $41.3M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
22.4K
New
$608K - $672K
22.4K $642K
Jan 21, 2025 Q4 2024
Encompass More Asset Management

Danville, CA
BUY
 -
20.4K
+ 7.96%
$555K - $613K
277K $7.95M
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
20.1K
+ 2.56%
$547K - $604K
808K $23.2M
Feb 13, 2025 Q4 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
19.5K
+ 4.6%
$529K - $584K
443K $12.7M
Feb 12, 2025 Q4 2024
Old Mission Capital LLC

BUY
 -
15.2K
New
$414K - $457K
15.2K $437K
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
14.9K
+ 25.76%
$405K - $447K
72.7K $2.09M
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
9.27K
+ 3.14%
$252K - $278K
304K $8.73M
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
8.92K
New
$242K - $268K
8.92K $256K
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

BUY
 -
8.25K
+ 1.54%
$224K - $247K
542K $15.6M
Feb 18, 2025 Q4 2024
Gts Securities LLC

New York, NY
BUY
 -
7.82K
+ 98.4%
$212K - $235K
15.8K $453K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.2K
+ 8.19%
$114K - $126K
55.4K $1.59M
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
BUY
 -
2.61K
+ 1766.22%
$71K - $78.4K
2.76K $79.2K
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.3K
+ 18.17%
$62.4K - $68.9K
14.9K $429K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
1.67K
+ 0.45%
$45.4K - $50.1K
371K $10.7M
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
1.37K
+ 3.38%
$37.1K - $41K
41.8K $1.2M
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
932
+ 3.87%
$25.3K - $28K
25K $717K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
560
New
$15.2K - $16.8K
560 $16.1K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
553
+ 3.89%
$15K - $16.6K
14.8K $424K
Feb 13, 2025 Q4 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
230
+ 1.03%
$6.25K - $6.9K
22.5K $646K
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
227
+ 1.71%
$6.17K - $6.81K
13.5K $388K
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
10
New
$272 - $300
10 $287
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.99K
New
$213K - $236K
7.99K $229K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
6.79K
New
$181K - $201K
6.79K $195K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
1
New
$26.6 - $29.6
1 $28.7
Q2 2024
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
8.22K
New
$197K - $234K
8.22K $236K
Aug 06, 2024 Q2 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
7.62K
New
$183K - $217K
7.62K $219K
Jan 15, 2025 Q2 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
6.08K
+ 13.09%
$146K - $173K
52.5K $1.51M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
3K
New
$72.1K - $85.3K
3K $86.1K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
23.7K
+ 15.13%
$569K - $621K
181K $5.18M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
2.47K
+ 3.96%
$59K - $64.5K
64.8K $1.86M
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
941
New
$22.5K - $24.6K
941 $27K
May 15, 2024 Q1 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
4
+ 0.02%
$95.8 - $105
21.6K $618K
Q4 2023
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
12.1K
New
$265K - $295K
12.1K $346K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
33
New
$724 - $806
33 $947
Q1 2023
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
600
New
$12.3K - $13.5K
600 $17.2K
Q4 2022
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
39.1K
New
$749K - $848K
39.1K $1.12M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
402
New
$7.71K - $8.73K
402 $11.5K
Q3 2022
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
14.2K
New
$273K - $323K
14.2K $408K
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
3.17K
New
$60.8K - $71.9K
3.17K $90.9K
Q1 2022
Apr 07, 2022 Q1 2022
Acg Wealth

BUY
 -
8
+ 0.07%
$180 - $204
12.1K $347K
Q2 2021
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
254
New
$6.25K - $6.65K
254 $7.29K

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